Mutual Funds
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Sahara Banking and Financial Services Fund (PIDCW-6M)

Sahara Banking and Financial Services Fund (PIDCW-6M)

Equity Sectoral / Thematic - Bfsi

₹ 15.3905

NAV (Mar 26)

-0.5%

5 Year CAGR

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years.

Relative Size

5 Cr.

Category View

Consistency Of Performance

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Scheme Information

Investment Objective

The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

High Risk

Expense Ratio	2.67
Launched (13y ago)	Sep 16, 2008
AUM in Crores	4.246
ISIN	INF515L01478
Lock-in	No Lock-in
Benchmark	IISL Nifty Bank TR INR
SIP Minimum	0
Lumpsum Min.	5000

Fund Managers

Fund Manager

Returns Calculator Comparison

Type

Amount

for

Tenure

with step up of

Step-up

Instrument	Returns	Total Corpus	Gains	Annualised %
Mutual Fund	70%	₹ 965,796	₹ 233,184	11.25%
EPF	70%	₹ 900,761	₹ 168,149	8.50%
Property	70%	₹ 867,662	₹ 135,050	7.00%
PPF	70%	₹ 869,819	₹ 137,207	7.10%
Bank FD	70%	₹ 846,471	₹ 113,859	6.00%
Gold	70%	₹ 846,471	₹ 113,859	6.00%
Savings Bank	70%	₹ 825,950	₹ 93,338	5.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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Comparison with Equity Funds

Track Record

Relative Size

Category View

Consistency

Fund Name	Fund Size	Track Record
SBI Focused Equity Fund (G)	₹ 19,429 cr	5
Aditya Birla Sun Life Focused Equity Fund (G)	₹ 5,308 cr	5
UTI Nifty Index Fund (G)	₹ 4,853 cr	5
HDFC Index Nifty 50 fund (G)	₹ 3,705 cr	5
Kotak Bluechip fund (G)	₹ 3,232 cr	5

See all funds from this Category

About the AMC

Sahara Asset Management Co Pvt. Ltd.

Sahara Asset Management Co Pvt. Ltd. manages assets worth 48 crores and was set up on null. It's current offering of mutual fund schemes includes 10 debt and 38 equity funds.

Fund Name		Till Date CAGR
Sahara Liquid Fund Variable Pricing (G)	5.4%	7.2%
Sahara Wealth Plus Fund Fixed Pricing (G)	-8.8%	8.4%
Sahara Growth Fund (G)	-6.7%	14.4%
Sahara Wealth Plus Fund Variable Pricing (G)	-7.7%	9.5%
Sahara R E A L Fund (G)	-6.3%	3.4%

See all funds from this AMC

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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Historical growth rate of 12% per annum
Recommended Duration > 5 years
No Lock-in

Grow Wealth , Retirement , Kid's Education
One-click investing and tracking
Zero fees for all your investments

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3,600+

AUM

2,500+

Cities

2012

Established

How does Scripbox rate funds?

Proprietary 4-step system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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What Scripbox recommendations mean?

Recommended

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

Neutral

Not Recommended

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Sub-asset Class View

We check if the sub-category of the fund is recommended by us.

Fund Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Attractiveness

We check the credit quality of the underlying instruments present in the fund. Higher the better.

Equity Funds

Debt Funds

About Sahara Banking and Financial Services Fund (PIDCW-6M)

Sahara Banking and Financial Services Fund (PIDCW-6M) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 13.6% over a period of 13 years. . The fund is managed by Sahara Asset Management Co Pvt. Ltd.. The fund manager’s name is null

Sahara Banking and Financial Services Fund (PIDCW-6M) Investment Objective

Sahara Banking and Financial Services Fund (PIDCW-6M) NAV,AUM,Risk

The Sahara Banking and Financial Services Fund (PIDCW-6M) fund was launched on Sep 16, 2008. The NAV (Net Asset Value) of this Sectoral / Thematic - Bfsi Equity fund as of 2020-03-26 is ₹15.39. The total AUM (Asset Under Management) of the fund as of 20/09/2021 is ₹4.246. The category risk of the Sahara Banking and Financial Services Fund (PIDCW-6M) fund is High Risk. The fund charges 2.67 % as expense ratio.

Sahara Banking and Financial Services Fund (PIDCW-6M) Holdings

The fund’s highest allocation is towards Equity and has invested 97.5% in this asset class. The top three holdings of the fund are

Sahara Banking and Financial Services Fund (PIDCW-6M) Sip

The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

Sahara Banking and Financial Services Fund (PIDCW-6M) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Bank TR INR

Sahara Banking and Financial Services Fund (PIDCW-6M) Review

Sahara Banking and Financial Services Fund (PIDCW-6M) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Sahara Banking and Financial Services Fund (PIDCW-6M) has a score of 0 out of 5 Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.